Guerra Pan Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.08M | Buy |
28,135
+2,801
| +11% | +$307K | 2.03% | 15 |
|
2025
Q1 | $2.25M | Buy |
25,334
+49
| +0.2% | +$4.36K | 1.77% | 17 |
|
2024
Q4 | $2.53M | Buy |
25,285
+4,007
| +19% | +$401K | 1.83% | 15 |
|
2024
Q3 | $1.9M | Buy |
21,278
+54
| +0.3% | +$4.83K | 1.52% | 21 |
|
2024
Q2 | $1.84M | Buy |
21,224
+83
| +0.4% | +$7.21K | 1.54% | 20 |
|
2024
Q1 | $1.8M | Sell |
21,141
-59
| -0.3% | -$5.03K | 1.67% | 18 |
|
2023
Q4 | $1.72M | Buy |
21,200
+515
| +2% | +$41.8K | 1.64% | 18 |
|
2023
Q3 | $1.41M | Buy |
20,685
+230
| +1% | +$15.7K | 1.63% | 16 |
|
2023
Q2 | $1.42M | Buy |
20,455
+405
| +2% | +$28K | 1.57% | 18 |
|
2023
Q1 | $1.22M | Buy |
20,050
+20
| +0.1% | +$1.22K | 1.53% | 19 |
|
2022
Q4 | $1.02M | Sell |
20,030
-150
| -0.7% | -$7.68K | 1.4% | 18 |
|
2022
Q3 | $1.04M | Hold |
20,180
| – | – | 1.51% | 18 |
|
2022
Q2 | $1.19M | Hold |
20,180
| – | – | 1.48% | 19 |
|
2022
Q1 | $1.21M | Hold |
20,180
| – | – | 1.46% | 22 |
|
2021
Q4 | $1.61M | Buy |
+20,180
| New | +$1.61M | 1.59% | 18 |
|